Strategic Assessment

AI Readiness Assessment

Know exactly where AI will move the needle for your organization. Get a prioritized roadmap, clear ROI projections, and actionable next steps — in two weeks.

$2,500
Fixed Investment
10-14 Days
Typical Timeline
3-5 Hours
Your Time Required

What You'll Receive

Six comprehensive deliverables that give you complete clarity on your AI strategy.

Executive Summary

A board-ready document outlining your AI opportunities, prioritized by impact and feasibility.

Technology Audit

Complete analysis of your current tech stack, integrations, and data infrastructure readiness.

Opportunity Roadmap

Prioritized list of AI implementation opportunities with estimated ROI and effort for each.

Risk Assessment

Identification of potential implementation challenges, data risks, and change management considerations.

Quick Wins List

3-5 immediately actionable improvements you can implement with existing resources.

Implementation Recommendations

Detailed next steps including build vs. buy analysis and vendor recommendations where applicable.

How It Works

A structured process designed to minimize disruption to your team while maximizing insight.

01

Discovery Call

30 minutes

We discuss your business objectives, current challenges, and what success looks like. This call is complimentary and helps us both determine if the assessment is the right fit.

02

Kickoff & Access

Day 1

Brief kickoff meeting to align on scope. You'll provide access to relevant systems, documentation, and key stakeholder contacts.

03

Deep Dive Session

2-3 hours

Intensive working session with you and your leadership team. We'll map your operations, identify pain points, and explore AI opportunities together.

04

Analysis & Research

Days 2-8

We analyze your systems, research relevant AI solutions, evaluate vendors, and build your customized roadmap. Minimal time required from your team.

05

Findings Presentation

1-2 hours

Executive presentation of findings, roadmap, and recommendations. Interactive session to answer questions and discuss priorities.

06

Documentation Delivery

Day 10-14

Final delivery of all assessment documentation. You'll have everything needed to move forward — with us or independently.

Ideal For

  • CEOs and COOs exploring AI but unsure where to start
  • Leadership teams evaluating AI investments for the upcoming year
  • Companies that have tried AI tools with mixed results
  • Organizations preparing for growth and looking to scale efficiently
  • Executives facing board questions about AI strategy

Not the Right Fit If

  • Companies looking for a quick tool recommendation
  • Organizations not ready to share operational details
  • Teams seeking implementation without strategic alignment
  • Businesses with less than $1M in annual revenue

What Happens After the Assessment?

The assessment stands alone as a valuable deliverable. You'll have everything you need to move forward — whether that's with us, your internal team, or another partner.

1

Implement Independently

Use our roadmap to guide your internal team or hire vendors directly.

2

Strategic Implementation

Continue with us for white-glove implementation of your prioritized opportunities.

3

Hybrid Approach

Handle quick wins internally while engaging us for complex implementations.

No obligation to continue engagement. Assessment investment applies as credit toward Strategic Implementation if you choose to proceed.

Ready to Get Clarity on Your AI Strategy?

Start with a 30-minute discovery call. We'll discuss your objectives and determine if the assessment is the right next step.

Schedule Discovery Call

No commitment required. 30 minutes to explore the fit.